Whalesbook
Yaar, ab tak injectables chal rahe the, lekin ab companyz pills form mein bhi GLP-1 la rahi hain. Eli Lilly aur Structure Therapeutics jaise players is par zor laga rahe hain. India mein log toh waise bhi pills pasand karte hain, toh yeh naye oral drugs kaafi demand mein aa sakte hain.
Aur maza toh tab hai jab Chinese companies bhi is race mein hain. Woh log lagbhag 12 naye oral GLP-1 drugs bana rahe hain, aur woh bhi small molecule wale, matlab manufacturing cost kam. Isse prices aur bhi kam ho sakte hain, jo Indians ke liye bahut achha hai.
Ab jab competition badhega, toh price war toh honi hi hai. Semaglutide ke patents India mein March 2026 mein expire ho gaye hain, aur tab se 13 companies ne generics launch kar diye hain. Isse Novo Nordisk aur Eli Lilly jaise brands ke prices already gir rahe hain. Aage yeh aur bhi hone wala hai.
Toh dekho, convenience toh hai hi oral drugs mein, lekin long term mein wohi drugs jeetenge jo effectiveness aur affordability dono mein best honge. Sirf convenient hone se kaam nahi chalega.
Market ki baat karein toh, India mein GLP-1 drugs ka market 2024 mein $110-115 million ka tha, aur yeh 2032 tak $1.9-3.4 billion tak pahunchne ka expect hai. Growth rate toh 34.3% CAGR tak ja sakti hai 2025-2030 ke beech!
Is race mein Eli Lilly aur Novo Nordisk jaise global players hain. Chinese firm Innovent Biologics ka market cap $20.1 billion hai aur Gan & Lee Pharmaceuticals ka $4.7 billion. Apni Indian company Lupin bhi Gan & Lee ke saath partnership karke GLP-1 market mein focus kar rahi hai.
Haan, kuch challenges bhi hain. Jaise, yeh drugs abhi bhi kaafi mehenge hain. Aur drug approval mein time lag sakta hai. Competition sirf new drugs se nahi, balki dusre diabetes medicines se bhi hai jo weight loss mein madad kar sakte hain.
So overall, yeh oral GLP-1 drugs India mein ek bada game changer ban sakte hain, agar woh sabki pahunch mein aa sakein. Investors ko is market par nazar rakhni chahiye.